Sagace Wealth Management’s iShares MSCI Intl Quality Factor ETF IQLT Stock Holding History

Sagace Wealth Management’s Portfolio IQLT Stock Details IQLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$200K	Sell	4,327 -2,152	-33%	-$102K	0.13%	70
2025 Q4	$294K	Sell	6,479 -505	-7%	-$22.6K	0.2%	56
2025 Q3	$309K	Sell	6,984 -102,492	-94%	-$4.42M	0.21%	56
2025 Q2	$4.73M	Sell	109,476 -16,232	-13%	-$674K	3.54%	8
2025 Q1	$4.99M	Buy	125,708 +1,053	+0.8%	+$41.5K	3.77%	7
2024 Q4	$4.63M	Buy	124,655 +26,906	+28%	+$1.05M	3.46%	8
2024 Q3	$4.02M	Buy	97,749 +21,404	+28%	+$853K	3.1%	11
2024 Q2	$3.02M	Buy	+76,345	New	+$2.99M	2.96%	11

Other funds holding IQLT

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sagace Wealth Management's IQLT Position: Q1 2026 in Review

Sagace Wealth Management reduced its iShares MSCI Intl Quality Factor ETF (IQLT) stake by 33% in Q1 2026, selling an estimated $102K and leaving 4,327 shares worth $200K. The position accounts for 0.13% of the portfolio, ranked #70.

Sagace Wealth Management first reported a position in IQLT in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.99M in Q1 2025. 625 funds tracked by Wall St. Rank hold IQLT as of Q1 2026.

Sagace Wealth Management held 4,327 shares of iShares MSCI Intl Quality Factor ETF worth $200K as of Q1 2026.
Sagace Wealth Management sold 2,152 iShares MSCI Intl Quality Factor ETF shares in Q1 2026, an estimated $102K.
iShares MSCI Intl Quality Factor ETF made up 0.13% of Sagace Wealth Management's portfolio in Q1 2026, its #70 holding.
Sagace Wealth Management first reported a position in iShares MSCI Intl Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
Sagace Wealth Management's iShares MSCI Intl Quality Factor ETF position peaked at $4.99M in Q1 2025.
625 funds tracked by Wall St. Rank held iShares MSCI Intl Quality Factor ETF as of Q1 2026.

Based on Sagace Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.